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Sandy Spring Bank’s PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF MFEM Stock Holding History

Sandy Spring Bank’s Portfolio MFEM Stock Details MFEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-154
Closed -$2.87K – 1234
2023
Q2 		$2.87K Buy
+154
New +$2.82K ﹤0.01% 1031

Other funds holding MFEM

SC
Schiavi & Co Wilmington, Delaware $337M AUM 16.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sandy Spring Bank's MFEM Position: Q3 2023 in Review

Sandy Spring Bank sold out of PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF (MFEM) in Q3 2023, closing a stake of 154 shares — an estimated $2.87K sold.

Sandy Spring Bank first reported a position in MFEM in Q2 2023 and held it in 1 quarter. The position peaked at $2.87K in Q2 2023. 34 funds tracked by Wall St. Rank hold MFEM as of Q3 2023.

  • Sandy Spring Bank reported no remaining PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 154 PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF shares in Q3 2023, an estimated $2.87K.
  • Sandy Spring Bank first reported a position in PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF in Q2 2023 and held it in 1 quarter.
  • Sandy Spring Bank's PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF position peaked at $2.87K in Q2 2023.
  • 34 funds tracked by Wall St. Rank held PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.